Once expenses are added, you can view them in the Expenses section.
Step 1: View Expenses List #
- On the Expenses page, you will see a list of all recorded expenses. Each expense will display the following:
- Expense Name
- Amount
- Category
- Date
- Customer (if applicable)
- Status (Paid or Unpaid)
Step 2: Filter and Search for Expenses #
- You can filter the expenses by various criteria such as:
- Date Range
- Category
- Customer
- Billable/Non-Billable
- Payment Status (Paid/Unpaid)
- The search bar allows you to quickly find an expense by its name, reference number, or customer.
Step 3: Edit or Delete an Expense #
- To edit an expense, click on the Edit icon next to the expense. You can modify any of the expense details.
- To delete an expense, click on the Delete icon. A prompt will ask for confirmation before removing the expense from the system.
Step 4: Mark Expenses as Paid #
- When you make a payment for an expense, you can update its status to Paid.
- Click on the expense, then click the Mark as Paid button.
- You’ll be asked to enter the payment details, such as the payment mode and payment date.
